+161.1%
CADL vs VOO
+20.9%
+140.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -0.7% |
| 7D | -2.2% | +0.1% | -2.3% | -2.5% |
| 30D | +22.2% | +0.1% | +22.1% | +22.4% |
| 3M | +37.9% | +2.0% | +35.9% | +33.6% |
| 6M | +158.2% | +13.0% | +145.1% | +101.6% |
| YTD | +126.2% | +13.6% | +112.6% | +74.4% |
| 1Y | +161.1% | +20.1% | +141.0% | +78.9% |
| All | +161.1% | +20.9% | +140.2% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling